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Harbor Mid Cap Retirement (HMCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.02+0.03 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.34%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (27 Jun 2024)24.68%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return24.68%
Worst 3-yr total return6.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHMCRXCategory
YTD3.07%17.04%
1-month1.51%-0.01%
3-month-0.07%5.47%
1-year19.37%50.44%
3-year3.02%13.15%
5-year0.00%13.75%
10-year0.00%11.35%
Last bull market26.50%25.95%
Last bear market-11.82%-22.55%

Annual total return (%) history

Year
HMCRXCategory
2024
N/AN/A
2023
16.88%N/A
2022
-17.06%N/A
2021
24.68%N/A
2020
18.96%12.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.96%N/AN/AN/A
20234.41%3.99%-4.60%12.84%
2022-5.67%-11.82%-5.94%6.01%
20219.45%3.79%-1.36%11.27%
2020-24.25%23.72%8.14%17.38%

Rank in category (by total return)

YTD86
1-month93
3-month84
1-year79
3-year64
5-yearN/A

Load adjusted returns

1-year19.37%
3-year3.02%
5-yearN/A
10-yearN/A